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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2226
Delta Investment Management
California
$253K – – –
BWP
2227
BSW Wealth Partners
Colorado
$253K +$242K +4,197 New
TI
2228
Truepoint Inc
Ohio
$250K -$159K -2,758 -40%
WA
2229
Waverly Advisors
Alabama
$250K +$238K +4,138 New
PP
2230
PrairieView Partners
Minnesota
$249K +$237K +4,123 New
BCIM
2231
Bishop & Co Investment Management
Pennsylvania
$248K +$346 +6 +0.1%
IGGA
2232
Iron Gate Global Advisors
Utah
$248K +$236K +4,095 New
AIM
2233
Arcadia Investment Management
Michigan
$247K – – –
PRC
2234
Pearl River Capital
Michigan
$247K +$146K +2,536 +162%
CG
2235
Corundum Group
Colorado
$246K -$230 -4 -0.1%
PCMK
2236
Paragon Capital Management (Kansas)
Kansas
$245K -$71.9K -1,248 -24%
CCA
2237
Clearwater Capital Advisors
Illinois
$245K -$6.33K -110 -3%
KFS
2238
Kelly Financial Services
Massachusetts
$245K +$29.1K +505 +14%
SICM
2239
Sustainable Insight Capital Management
New York
$244K -$23K -400 -9%
IAS
2240
IMA Advisory Services
Colorado
$244K – – –
CAM
2241
Concorde Asset Management
Michigan
$243K -$101K -1,760 -30%
IWA
2242
Inspirion Wealth Advisors
Illinois
$243K – – –
AAS
2243
Annex Advisory Services
Wisconsin
$242K +$4.95K +86 +2%
AAP
2244
Aristotle Atlantic Partners
Florida
$241K – – –
FA
2245
Financial Advantage
Maryland
$241K – – –
WA
2246
WESPAC Advisors
California
$240K -$2.63M -45,656 -92%
FPGK
2247
Financial Partners Group (Kansas)
Kansas
$239K +$1.21K +21 +0.5%
SIM
2248
Stratos Investment Management
Ohio
$239K +$228K +3,961 New
P
2249
&Partners
Tennessee
$238K +$2.36K +41 +1%
FGAM
2250
Financial Gravity Asset Management
Texas
$238K +$9.73K +169 +4%
88 89
90
91 92